Review
www.afppbc.org
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TM
Formerly NSFRE
JULY 2006
MEMBER SPOTLIGHT
I
t's It’s all about making a difference… Martie Henry makes it
happen every day - whether its supporting charitable and professional organizations, showing a non-profit how to increase
their donations through real estate, finding a couple their first
home, teaching computer skills to a newbie, or a kind
word to someone who needs it.
Martie is a Realtor® with Exit World Realty.
What’s a Realtor® doing in AFP? Martie is available
to assist you in maximizing your potential for fundraising through real estate. Ask her to share her
knowledge about real estate charitable donations
and educating your donors, or get a presentation
on Exit World Realty’s commission donation
program. Martie handles residential, commercial, and investment properties, as well as consulting for non-profits. Visit www.MartieHenry.
com for more information.
In her 2nd year as Website and Job Bank Chair on AFP’s
Board of Directors, Martie handles posting jobs, events, and other
content to our AFP website. At long last, we’re in the process of
setting up our new website with Kintera – more information coming soon! Please contact Martie if you have any ideas for website
content or would like to volunteer to assist in the transition. She
can be reached by phone at (561) 716-4459 or e-mail at AFP@
MartieHenry.com.
Palm Beach County Chapter
Martie currently spends time volunteering for the Juvenile Diabetes Research
Foundation and Hospice by the Sea. She
has provided Music Therapy for deaf & hearing
impaired children, volunteered for MS, American
Cancer Society, Rails to Trails, and many other health
and environmental charities. Need a hand?
Prior to becoming a Realtor®, Martie was a computer
consultant for 26 years. She joined the Palm Beach chapter of
NSFRE in 2000, when her company provided internet access with a
10% donation to customer’s chosen non-profit. Martie has worked
with Colleges, Universities, and Associations to enhance their membership and fund-raising through technology, and was a frequent
­Continued on page 4
Inside...
SOCIAL AT LEILA'S RESTAURANT
Cocktails & Hors d'oeuvres $25
Thursday, August 17
5 - 7 p.m.
Page
Member Spotlight............................................................ 1
Summer Social................................................................ 1
Board of Directors........................................................... 2
Speaker Appreciation...................................................... 2
President’s Message....................................................... 3
Terrie on Nonprofits......................................................... 3
Every Member Campaign............................................... 4
South County................................................................... 4
National Philanthropy Day Save-the-Date...................... 2
Job Bank......................................................................... 5
Meeting Info..................................................................... 6
Planet Philanthropy......................................................... 6
New Members................................................................. 7
Entertainment
120 Dixie Hwy., West Palm Beach
If you would like to stay for dinner, please make reservations- 561-659-7373.
Roy Assad, owner will donate 10% of all dinner checks back to AFP. The food is great!
Palm Beach County Chapter
Board of Directors
President
Stanton F. Collemer Palm Healthcare Foundation
561-833-6333
[email protected]
President-Elect Marie A. Bloom Deckert, CFRE Bascom Palmer Eye Institute
561-515-1527
[email protected]
Secretary
Lorie Stinson
South Florida Fair and Exposition
561-790-5245
[email protected]
561-965-8500
[email protected]
Treasurer
Roxanne Jacobs, CFRE
Palm Beach Hab Center
Vice-President - Programs
Jan L. Rodusky, CFRE Palm Healthcare Foundation
561-833-6333
[email protected]
Vice-President - Membership Kathleen Emmett, CFRE
Hospice Palm Beach County, Inc.
561-273-2259
[email protected]
AFP Foundation Chair
Pat Lord PBCC Foundation
Chapter Services Chair
Heather Landstrom Opportunity, Inc.
Member Social Chair
Cal Miller Gulfstream Goodwill
5 6 1 - 8 4 8 - 7 2 0 0
[email protected]
Florida Conference Chair
Joanne Towner, CFRE Easter Seals Florida
Mentoring Chair Sonya Davis
Lighthouse Center for the Arts
561-868-3570
[email protected]
561-7-12-9221
[email protected]
561-471-1688
[email protected]
561-746-3101
[email protected]
North County Liaison
Donna V. Ghioto
Success Marketing & Consulting 561-602-3726
[email protected]
Newsletter Chair Sandy Thomas
Sandra Thomas Consulting
561-818-9251
[email protected]
561-242-9468 Ext. 102
[email protected]
Public Relations Chair
Margaret P. Hudson Junior Achievement
Sponsorship Chair
Jay Browning
561.297.2119
Florida Atlantic University, Boca [email protected]
Scholarship Chair 561-241-7977
Stacey A. Dowdle
[email protected]
The Caron Foundation d.b.a. Renaissance Institute of Palm Beach
Website Chair ( Job Bank)
Martie Henry
Exit World Realty
Government Relations
Suzanne Foley
Legal Aid Society of Palm Beach County
Immediate Past President
Suzanne Cabrera, CFRE
The Lord’s Place, Inc.
South County Liaison
Michael Lichtenstein
Atlantic Capital Management of Florida, Inc.
Diversity Chair Maureen Wheat
Area Agency on Aging
NPD Chair
Leah Miles
South Florida Science Museum
561-655-8944 ext. 279
[email protected]
561-494-0125 ext. 137
[email protected]
561-686-6844
[email protected]
561-684-5885
[email protected]
561-281.1793
[email protected]
Certification/Education Chair
Cora Brown, CFRE Children’s Home Society of Florida, So. Coastal Div.
2
(561) 716-4459
[email protected]
561-868-4316
[email protected]
SPECIAL THANKS TO AFP PALM
BEACH COUNTY CHAPTER MEMBER
BRUCE HEARD, CFRE, WHO SPOKE
TO FELLOW MEMBERS AND GUESTS
ABOUT ETHICS
WWYD...What Would You Do?...ethically was the
theme of Bruce's talk and interactive exercises that challenged members to explore just what they should do when
face-to-face with a situation that seems unethical. The case
studies members reviewed reminded us that making the
right ethical decision is not always easy. On the other hand,
it reminded us that, as AFP members, we are committed to
adhering to a code of ethical principles and upholding high
standards of professional practice.
Did Bruce's talk prompt you to visit the AFP web site
and review the AFP Standards of Professional Practice
which are adopted and incorporated into the AFP Code of
Ethical Principals? It did me. They can be found at www.
afpnet.org.
A veteran professional fund raiser, Bruce Heard began
his career 34 years ago as a Campaign Unit Director with
the Miami-Dade County United Way. After three years
with the United Way, he returned to his alma mater, The
University of Miami, as Director of its Citizen's Board, the
university's principal volunteer fundraising group.
Before becoming the founding Executive Director of Jupiter Medical Center Foundation in 1988, Bruce had served
as Director of Development for the Greater Miami Opera
­Association and also for the Ransom Everglades School.
He is Past-President of the South Florida Chapter of
AFP and Past-President of the Palm Beach County Chapter
of AFP. Mr. Heard is also a member of the Association of
Healthcare Philanthropy. Active in the Jupiter community,
Bruce has held local and district positions as a Rotary Club
and Chamber of Commerce member. He received the Individual Merit Award from the Jupiter-Tequesta-Juno Beach
Chamber of Commerce in 2001. He currently serves as the
treasurer of the Lighthouse Center for the Arts in Tequesta.
We appreciate Bruce taking time, not only to speak to
us at the luncheon/meeting, but for reminding us that we
are to embrace and uphold certain values as fund raising
professionals.­
Visit the AFP Website at www.afppbc.org
President’s
Message
A
ugust is definitely another “happening” month for AFP
Members.
Each year members always look forward to AFP’s
Summer Social and this year proves to be no different. Cal Miller has
been busy planning our Summer Social and it promises to be a fun
filled event with hors d’oeuvres, cocktails, raffle prizes…..not to mention a couple of belly dancers for entertainment. If you ever thought
about changing careers, now might be a good time! The cost is $25
per person and prospective members are invited to attend at no charge
as our chapter’s guest. (the key word is prospective members) Hopefully, you have already submitted your nominations for this
year’s AFP Awards to recognize and honor outstanding individuals,
organizations, foundations who keep philanthropy well and alive in
Palm Beach County. The deadline to submit nominations is August
4th. Nominations may be submitted by current members of our
chapter. Marie Bloom Deckert has invited all CFRE and ACFRE
Members to participate in the selection process on August 18th,
2006, 3:30 p.m. at Palm Healthcare Foundation. This year’s recipients will be honored November 15th, 2006 at The Kravis Center.
Speaking of National Philanthropy Day, Leah Miles and Dennis
Stefanacci are off to an incredible start chairing this year’s NPD Day. I’m pleased to announce that The Lansing, Lacy, Hutcheon Group
at Merrill Lynch will be this year’s grand sponsor. Two other major
sponsors are Miles2Go and Michael Ostroff & Dennis Stefanacci. If you would like more information on National Philanthropy Day,
please email Leah Miles at [email protected]. I also
encourage you to reserve your tickets or tables ASAP. Tables are limited and will be sold out again this year. Sign up now so you’re not left
out!
Our chapter membership continues to grow with an all time high
of 163 members. To help assist our members and to ensure that the
chapter continues to maintain the high service that we have become
accustomed to, the board has approved to hire a part-time contract
employee to oversee a portion of the daily operations of our chapter. Resumes can be mailed to AFP, P.O. Box 18279, West Palm Beach,
FL 33416-8279 or emailed to [email protected].
Finally, please join me in congratulating Shandra Stringer
on receiving a membership scholarship from our chapter. Please
extend a warm welcome to Shandra when you see her. Additional
scholarship opportunities are available to members for the 2006
Planet Philanthropy State Conference and the 2007 International
Conference. Contact Stacey Dowdle at (561) 241-7977 or AFP’s website, www.afppbc.org, for further information.
I look forward to seeing everyone at the Summer Social!
Terrie On Nonprofits©
Confidentiality vs. Transparency
Q: I have recently joined a board where the executive director
frequently states that all board meetings, minutes and activities
are to be considered confidential. I thought that we lived in an
era where Sunshine Laws are the norm and transparency is the
watchword of the day.
A: This is an important issue that cannot come down to either/
or. There are circumstances that require transparency and others
that require confidentiality and each organization must make the
right choice at the right time. While most nonprofits are not bound by Sunshine Laws, it
behooves all of us to act as if we were. Between the pressures
of the public, our donors and regulators we are operating today
in an atmosphere that demands transparency. Financial records
and in some case meetings and minutes must be made public. People want to feel comfortable that there is no self-dealing and
that there are no improprieties or even the appearance of such.
Even if this were not our reality, as trustees for the community
we have a moral obligation to ensure our dealings are aboveboard
at all times. That being said, if we want our boards to really grapple with
critical issues we expect them to be honest, expose their feelings
and float ideas that might be unpopular or “out there.” If they
are going to open up in this manner they must be able to trust
their colleagues that what is said in the boardroom remains in
the boardroom. Conflict around issues can be an asset to good decision-making. It helps a group think through options and the ramifications
of their decisions. But the benefits are outweighed if someone
leaves a board meeting and comments to outsiders on differences
of opinion or a close vote because it lessens the power of the final
decision. The revelation of personality clashes certainly affects
the credibility of the board. And, worse is the sharing of confidential information such as donor histories or, say in the case of a
clinic, health ­records. Each of these has the potential to not only
alienate board members but give the organization a very public
black eye.
In this specific case we may have a situation where "confidentiality" is being used by the executive director as a means of
controlling the board. There is insufficient information here to
determine that. However, whether or not that is the case, one
way of dealing with this or any board is to have a policy about
confidentiality and to hold people accountable to that policy. If
the board does not already have one, I suggest the board make
writing a confidentiality policy a high priority. That way, everyone will know the limits of "confidentiality" and the reasons for it. If there is already such a policy, maybe this individual can review
it to see what the executive director meant by her/his statement.
Terrie Temkin, Ph.D. is an internationally recognized governance and
planning expert. President of NonProfit Management Solutions, Inc. for
12 years, she has recently rolled her practice into CoreStrategies for Nonprofits, Inc., where she has been a principal for the last three years. Terrie
is a longtime member of AFP. Contact her at [email protected] or 888-458-4351 Ext. 3.
Visit the AFP Website at www.afppbc.org
3
EVERY MEMBER CAMPAIGN DONORS
SOUTH COUNTY EVENT
Thank you to:
The following members have participated in AFP Foundation’s
EMC in 2006. We thank each and every one who has already
made a commitment or gift.
Berger, Toby
Boyer, Charles Brown, Cora
Caballero, Gina
Cabrera, Suzanne*
Collemer, Stanton*
Davis, Sonya Deckert, Marie Bloom*
DeSilva, Cindy
Doherty, Beth Dowdle, Stacey Emmett, Kathleen*
Feucht, Robert Foley, Suzanne Ghioto, Donna Glickman, Mark
Howden, Gale
Hudson, Margaret
Jacobs, Roxanne Krause, Dennis Landry, John Lichtenstein, Michael Lord, Pat*
Mann, Suellen
Miles, Leah*
Miller, Cal* Montesino,
Pat
Oppenheimer,
Janet
Pelton, Charlotte
Reeves, Dianne
Rodusky, Jan
Rosenberg,
Alexander
Shehan-Landstrom, Heather*
Stefanacci, Dennis
Stinson, Lorie
Thomas, Sandra
Towner, Joanne
Wexner,
Suzette*
Wheat,
Maureen
Young, Philip
Program:
Diversity; in our community,
our programs, our organizations
and our fundraising.
*Alpha Society Members (sustained monthly giving)
To achieve a level equal to our chapter’s highest level of participation
(41% member participation in 2002), we need 23 additional members to
make their pledge or commitment. To raise the highest level of percentage
over goal (188% in 2005), we need to raise an additional $1180.
Pledge forms are available through the AFP web site, or by contacting
Pat Lord, Chair, AFP Foundation committee [email protected].
27% (41 members have made pledges & contributions totaling $4,475.
SPOTLIGHT (Cont. from page 1)
presenter at regional and national conferences. She developed software
for non-profits and worked with vendors on training, features, and compatibility for Raiser’s Edge, Donor Perfect, etc. Martie worked in the
NYC metro area for several computer consulting companies and was
a developer for Digital Equipment Corporation (back in the washing
machine size disk drive days).
Martie was initially elected to Who’s Who International in 1994.
She is a Dale Carnegie graduate and has completed numerous professional and technical courses. Martie has 3 real estate professional
designations - Accredited Buyers’ Representative (ABR), Internet
Professional (e-PRO), Technology Professional (RECS) – and is
a Commercial Investor Designation candidate (CCIM). Virginia
Commonwealth University, Richmond, VA, dual major in Music
Theory/Acoustics.
4
On Tuesday, October 10th, the
AFP Palm Beach County Chapter
will present a "south" county event.
Luncheon with panel of local experts.
Maggianos Little Italy Restaurant
St. Andrews Boulevard, Boca Raton.
Time: 11:30 a.m. - 1:00 p.m.
$24 members, $30 non-members
For more information,
contact Michael Lichtenstein at:
Save The Date!
NATIONAL PHILANTHROPY DAY
Wednesday, November 15, 2006
Kravis Center
Members interested in joining the NPD Committee,
please contact Leah Miles at 561-281-1793. The meetings are held at the American Heart Association, 2300
Centrepark West Drive, West Palm Beach (north of Belvedere; turn west off Australian onto Centrepark). The next
meeting will be held August 25th at 8:30 a.m.
Visit the AFP Website at www.afppbc.org
Visit the AFP website at www.afppbc.org for
current AFP Job Bank Listings
Note to employers and job seekers: This column will continue to be published as a free service to our AFP members and member
agencies. There is a nominal charge of $25 per listing to non-AFP members and member agencies. Please contact Job Bank Chair and Board Member, Martie Henry at
561-886-3720 or e-mail her at [email protected]. Text may be edited due to space constraints. Jobs are listed in the newsletter and details are on the web site.
Development Associate
Position posted: 6/27/2006
Diocese of Palm Beach - Palm Beach Gardens
IT Support & Database Manager
Position posted: 7/23/2006
Lighthouse Center for the Arts - Tequesta, FL
Development/Membership Coordinator (Part Time)
Position posted: 6/27/2006
Gumbo Limbo Nature Center - Boca Raton
VP Development
Position posted: 7/23/2006
Museum of Discovery & Science - Ft. Lauderdale
Development Assistant
Position posted 7/12/06
Hospice Palm Beach County
Director of Special Events
Position posted: 7/28/2006
American Lung Association - Southeast Area
Communications/Development Specialist
Position posted: 7/23/2006
Children’s Home Society of Florida - West Palm Beach, FL
Account Director
Position posted: 7/28/2006
American Heart Association - Boca Raton
Development Associate, Special Events
Position posted: 7/23/2006
Boca Raton Community Hospital
Administrative Assistant
Position posted: 7/28/2006
American Heart Association - Boca Raton
Development Associate, Major Gifts/Planned Giving
Position posted: 7/23/2006
Boca Raton Community Hospital
Special Events Coordinator. F/T
Position posted: 8/01/06
Easter Seals
Development Research Associate
Position posted: 7/23/2006
Boca Raton Community Hospital
SEEKING EXECUTIVE/LEADERSHIP POSITION
Development Support Specialist
Position posted: 7/23/2006
Children's Home Society of Florida - West Palm Beach, FL
Director, Corporate & Foundation Relations
Position posted: 7/23/2006
Boca Raton Community Hospital
Donor Relations Manager
(2 positions)
Position posted: 7/23/2006
Nature Conservancy - Sarasota, FL
Nature Conservancy - Southeast Florida Region
Fund Development Specialist
Position posted: 7/23/2006
Deliver the Dream, Inc. - Deerfield Beach, FL
Extensive nonprofit and for-profit experience. Successful in large gift
fundraising and large account sales. Executive experience in all aspects
of managing an organization, staff and multi-million dollar budget. Strategic
thinker and consensus builder. Leader who can build
an organization’s team, articulate its vision, increase its
visibility and empower it to reach its goals.
Contact Brent Winans at 561-436-4546
or e-mail: [email protected]
Members seeking positions should
include job title, brief description,
location (radius, county, city, etc.),
qualifications (e.g., CFRE, BA/BS),
and their contact information (e.g., name,
phone, fax, e-mail, address).
Salary requirements are helpful
to potential employers
Visit the AFP Website at www.afppbc.org
5
Reprinted from Planet Philanthropy 2006 Newsletter
GUIDE TO THE FLORIDA CAUCUS AFP BIENNIAL CONFERENCE
Planet Philanthropy 2006 is shaping up to be one of the most dynamic yet. This issue covers some of the conference
­highlights, including the Pre- Conference on Sunday, October 22, 2006. Regular registration is
now available and AFP members may register for $299
See you in October and enjoy this August issue of the Planet Philanthropy newsletter.
Get to Planet Philanthropy Sunday, October 22, 2006
Alexander Haas Martin and Partners Sponsor Sunday Series
You want to make sure you're in Orlando by noon on Sunday, October 22, 2006 when we kick off the pre- conference
educational series. The series, which is sponsored by the Atlanta-based Alexander Haas Martin and Partners, will
feature an assortment or workshops facilitated by some of the industry's leading experts.
One to One Gulfcoast will present on "The Value Proposition of Variable Data in Fund Raising." And, one of Planet
­Philanthropy's most talked about presenters Margaret May Damen, of the Institute for Women and Wealth, will also be
on hand to talk about the changing face of philanthropy. The Sunday series, however, is only open to conference registrants.
You don't want to miss a moment of Planet Philanthropy 2006. Register today!
Annual Giving Practicum Offers New Insight Into Donor Engagement
The Annual Giving practicum will focus on who gives money to what, how to unlock their desire,
and ability to give, and how to map out strategies that match your organization's needs with the charitable pattens
of your donors using staff and volunteer talents. The Annual Giving Practicum will be led by
Ann Fritschner, ACFRE, author of the book How to Start and Run a Nonprofit, which was published this year by Barnes
and Noble. Click here to register for the Annual Giving Practicum.
Plenary Luncheon Speaker Spotlight: Jeffrey S. Gould
Presented by CCS Fundraising
Join us on Tuesday, October 24 for an opportunity to hear from one of the country's rising philanthropic stars -Jeffrey S. Gould. Jeffrey is a member of several corporate and philanthropic boards, including the
National Law Enforcement Officers Memorial Fund.
His presentation promises to be one of the most unforgettable you've ever experienced as he shares
how the rules of the corporate world can make the non-profit sector stronger.
Rosen Shingle Resort Reservations Now Open
Conference Rate Available Until September 28, 2006
The history of Shingle Creek tells the story of one of Florida's most magical areas. The majestic cypress trees along its banks
have long guarded the headwaters of the Everglades. The creek has flowed and the cypress have watched as cattle barons reigned,
orange groves flourished and castles climbed into the sky. Millions came to play. Many came to work and grow.
The cypress trees stand guard now as a new legend rises here. And a new and beautiful bit of history begins - Rosen Shingle Creek.
Rosen Shingle Creek is Central Florida's newest resort offering a host of amenities, including 1,500 guestrooms, nine dining options,
three pools, full service spa, an 18-hole championship golf course, and much more. Planet Philanthropy conference registrants gain access to one of the state's most luxurious resorts for only $129 for a single/double guestroom.
This special conference rate ends on September 28, 2006. You can register by calling 1- 866-996-6338.
Contact Information
email: [email protected]
web: http://www.planetphilanthropy.org
email: [email protected]
web: http://www.planetphilanthropy.org Join our mailing list!
6
Visit the AFP Website at www.afppbc.org
Welcome
Mary Capobianco
Chief Executive Officer
Planned Parenthood of South Palm Beach & Broward
Elizabeth Hatfield
Executive Director
The Upledger Foundation
Kitty K. Lanier
Director of Planned Giving
Adopt-A-Family
Christine Susan Mally
Associate Director of Development
The Morikami
PLAN NOW TO INVITE A
POTENTIAL MEMBER TO
THE SEPTEMBER LUNCHEON.
monthly meeting notice
August 17, 2006
No Monthly Meeting...
Summer Social at Leila's Restaurant
(see front Page)
Monthly Meetings will resume in September at:
The Governor’s Club
Noon Buffet Luncheon
11:30 a.m. Networking • 12:00 Program
Fax or e-mail your RSVP to:
Heather Landstrom (561) 712-9221
[email protected] by July 14, 2006
Member Registration
D.
RGE
A
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Name________________________________________
BE
ILL
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Organization___________________________________
WS
SHO
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Phone________________________________________
NN
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Guest Registration
Name________________________________________
Organization___________________________________
Phone________________________________________
Are you an AFP member? __ Yes __ No
If no, would you like membership information? __ Yes __ No
AFP/Palm Beach Chapter
P.O. Box 18279
West Palm Beach, FL 33416-8279
NEW MEMBERS
(For the period between 06/01/2006 and 06/30/2006)